Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Email and Phone Number
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® phone numbers
Brian Robinson’s interest in finance and investments started in college when he took his first economics class. He was fascinated by the way economics affected the world – from commodities to international monetary policy to behavioral economics, it all made sense. From then on, he knew he wanted to work in the financial industry and has been doing so for more than 20 years.As a partner of SharpePoint, Brian founded the practice with the mission to help clients make sense of their entire financial life and future. He’s worked to build the firm to provide hands-on and consistent oversight, where their investments and financial plans are constantly monitored, adjusted as needed, and legacy protected.Brian oversees the investment management and Financial Planning divisions, where he personally conducts the firm’s investment research and analysis and builds and manages client portfolios. As an advisor, he offers clients financial planning and risk management strategies, and empowers them with education. Brian is a problem solver by nature and instills trust in his clients that he will get them the answers and solutions they require to help them accomplish their financial goals.As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Brian advises his clients on all of their planning needs, including minimizing taxes, estate and retirement planning, and cash flow analysis. He holds the Accredited Portfolio Management AdvisorSM (APMA®), Chartered Mutual Fund CounselorSM (CMFC®), Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation. Brian holds his FINRA Series 63 & 66 licenses.
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Founder And PresidentRfaParadise Valley, Az, Us -
Founder/Partner/Financial AdvisorSharpepoint Private Client Group Oct 2012 - PresentPhoenix, Arizona AreaPlanning and Wealth StrategiesWe work with Professionals, HNW Individuals, and Family offices to create sustainable legacies. -
Founder/PresidentRfa Sep 2001 - Present
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Skills
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Education Details
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Economics/Business
Frequently Asked Questions about Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®
What company does Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® work for?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® works for Rfa
What is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s role at the current company?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s current role is Founder and President.
What is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s direct phone number?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s direct phone number is +160261*****
What schools did Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® attend?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® attended Arizona State University.
What are some of Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s interests?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® has interest in New Technology, Investments, Flying, Outdoors, Golf, Hunting, Fishing.
What skills is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® known for?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® has skills like Retirement Planning, Investment Advisory, Wealth Management Services, Wealth Management, Investment Strategies, Small Business, Strategic Financial Planning, Wealth, Strategic Planning, Asset Management, Finance, Financial Modeling.
Who are Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s colleagues?
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s colleagues are Ethan Joseph, Aleksandr Mezheritser, Tera Green, Jorge B., Alberto Nuñez, Joe Gaffrey, Bryan Haslam.
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